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Ai Infrastructure Boom: Future Data Center Leases Top $850 Billion
The AI infrastructure race is accelerating, with future data center lease commitments now exceeding $850 billion
* Meta and Microsoft are leading the surge in AI infrastructure spending.
* Oracle, Amazon, Google, and CoreWeave continue to expand capacity.
* Lease commitments have climbed sharply since 2023 as demand for AI compute continues to grow.
The AI race is no longer just about building better models, it's becoming a race to secure enough compute and data center capacity to power them
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